Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan D. Levine is a financial professional with over 8 years of experience in the financial services industry. Jonathan has a Series 6, 7TO, 63, and 65 licenses and is registered to provide investment advice in Florida, Indiana, Kentucky, and Ohio. Jonathan is currently employed with W&S Brokerage Services, Inc. and is also a full-time financial representative with Western & Southern Life. Jonathan focuses on providing financial planning and portfolio management services to individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
IN
03/27/2023 - Present
W&S Brokerage Services, Inc. (Indianapolis IN)
IN
08/12/2016 - 03/13/2018
FARMERS FINANCIAL SOLUTIONS, LLC (INDIANAPOLIS IN)
IA
Issued 03/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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